Our expertise. Your way.

Personal financial strategies that are unique.

Building wealth is simple but not easy.

Informed decisions create financial strategies.

Change is opportunity.

We work hard every day to be worthy of your trust

There is a difference between an account and an individual.

Make your money work as hard as you do.

Research that makes a difference.

Tax Time!

Tax season is now upon us and it is a very busy time for tax preparers! Don't forget your "T" slips, Capital Gain/Loss Summaries (which can be found on the year end statements from the fund companies), Claimable Medical Receipts, Donations and those all imported 2019 "First 60 Days" RRSP Receipts! 

April 30th is the deadline this year, so make sure you submit your taxes in a timely matter!

If you have any questions, don't hesitate to give us a call at 250-595-1616.